Reviews for Coonrod Financial Group

Nov 2023

I've known Brian Bates of Coonrod Financial Group for a number of years, now. Brian specializes in helping small businesses stay on top of their accounting issues and tax obligations. Brian is so easy to work with and can make the most complicated tax issue easy to understand. If you are a small business, I'd highly recommend contacting Brian for your accounting and tax needs.
Oct 2022

These guys are the best! When I first started my Roth IRA, I knew very minimal. With the help of this fantastic team I am able to not only understand but watch my stocks as they increase on my monthly reports!! There is never dumb question with Conrood, they are able to explain in depth any questions I may have for them. I highly recommend Conrood Financial Group!
Oct 2022

When I needed guidance about retirement planning, Anna Sohm was extremely helpful in guiding me through the process. Her and the staff at Coonrod Financial Group made for a prompt, seamless experience. Would highly recommend!

From Coonrod Financial Group

We're Coonrod Financial Group, a financial planner and tax planning service in Chatham, IL. Our mission is to help our clients make well-informed decisions that will lead to a more fulfilling and secure life in retirement, a solid plan for their children's education, guidance in starting a new business, tax planning, or whatever other goals that may present themselves in our discovery process and throughout life. We take great pride in being advocates for our clients as they move through life's many chapters. We have a passion for value-based financial planning and wealth management. We treat our clients like they are our extended family, and strive to provide a personalized level of service to each of them.